Legacy Optimization can take a number of different forms depending on your wishes, family makeup and dynamics, if there is a loved one with special needs in your family, and other considerations to weigh. Bishop Associates will support you on the decision making process and bring in applicable professionals to help you make the decisions needed for your Legacy to be handled according to your wishes.
Estate Management 101
When Do You Need a Will?
When Special Care Is Needed: The Special Needs Trust